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We're About " Getting it done "
Purpose
This Tax report shows tax collected from your customers according to the defaults you set on the system. This is a very flexible reporting system designed to make filling out your tax returns simple. Different buttons will also appear on the switchboard depending on your location. It is used for taxation that has no tax credits like PST in Canada or State Taxes in the USA.
Source.
The report is generated from data stored in work orders that are in turn provided as defaults from the setup form. These values can be modified and applied to each individual invoice with a mouse click beside the appropriate item.
Contents
The report prompts you for a year and a month when you open it. and tracks tax exempt customers and taxable customers in separate sections. Each is subtotaled then summarized. In the records displayed on the report many customers were purchasing parts only which were not taxable in this region even though the customers were not tax exempt.. This area often needs more customization as it seems our taxation becomes more complex every year.
View the Tax report sample . (pdf)
